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Capital Group Dividend Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$1.82M +$448K +12,325 +31%
GF
227
Gries Financial
Ohio
$1.8M +$1.57M +43,058 +530%
PWM
228
Perigon Wealth Management
California
$1.73M +$396K +10,894 +29%
OFS
229
OneAscent Financial Services
Alabama
$1.73M +$1.78M +49,031 New
OL
230
Owen LaRue
Kentucky
$1.73M +$10.6K +292 +0.6%
AIP
231
Ameritas Investment Partners
Nebraska
$1.7M +$96.9K +2,663 +6%
PFGIA
232
Patriot Financial Group Insurance Agency
Massachusetts
$1.69M +$1.03M +28,351 +145%
LA
233
Latitude Advisors
Florida
$1.68M +$187K +5,146 +12%
NECFA
234
New England Capital Financial Advisors
Connecticut
$1.64M +$609K +16,732 +56%
FPF
235
First Pacific Financial
Washington
$1.59M +$294K +8,090 +22%
MSAM
236
Moloney Securities Asset Management
Missouri
$1.57M +$383K +10,539 +31%
CPA
237
Clear Point Advisors
New York
$1.56M +$108K +2,973 +7%
PWM
238
Pines Wealth Management
North Carolina
$1.51M +$1.57M +43,118 New
PCIA
239
Prime Capital Investment Advisors
Kansas
$1.49M +$693K +19,037 +82%
CP
240
Capital Planning
Washington
$1.47M -$5.31K -146 -0.3%
AWM
241
Accel Wealth Management
Iowa
$1.46M +$841K +23,124 +126%
LF
242
Lantz Financial
Illinois
$1.44M +$19K +523 +1%
RIA
243
Realta Investment Advisors
Delaware
$1.44M +$1.47M +40,424 New
PPWP
244
Premier Path Wealth Partners
New Jersey
$1.38M +$255 +7 +0%
ACM
245
Aurdan Capital Management
Pennsylvania
$1.36M +$1.4M +38,497 New
SW
246
SteelPeak Wealth
California
$1.35M -$4.58K -126 -0.3%
WA
247
WESPAC Advisors
California
$1.34M -$306K -8,398 -18%
JCM
248
Jacobi Capital Management
Pennsylvania
$1.33M +$109K +2,987 +9%
EWS
249
Evergreen Wealth Solutions
Pennsylvania
$1.31M +$726K +19,948 +115%
LGWM
250
Litman Gregory Wealth Management
California
$1.3M +$48.3K +1,327 +4%